Research and commentary for attributing factors driving P&L and risk to an audience of quantitative analysts, auditors, and traders for fixed income and derivative portfolios on a daily basis.Utilize Calypso for trading details. Swaps, swaptions, cap/floors, futures. Build risk profiles, cashflow schedules, options details. Build analyses for external reporting.Investigate, report, and monitor daily risk and P&L for the capital markets fixed income and derivative portfolios.Developed and maintained proprietary P&L python application for internal use of daily workload improving efficiency across the organization.Liased with multiple teams including internal & external auditors, controllers, operations and traders to ensure accuracy and reconciliation across business partners.

Delivered premium customer service and support for ultra-high net worth ($250k+) and active trader (30+ trades / qtr) existing and prospective clients.Selected Successes:• Provided data analysis and research for clients enabling them to execute strategies effectively for their portfolio.• Active trader support to provide advanced, multi-leg options trading, as well as explanations regarding day-trading requirements and strategies. Clients were able to understand and execute complicated trades accurately due to the support provided.• Designed and developed an algorithm to assist supervisors with time consuming daily tasks. Created a program to automate manual tasks which reduced a 1-2 hour process to a few minutes, saving 5-10 hours a week, increasing efficiency.• Successfully achieved organizational goals within tight deadlines, and client investing goals.• Maintained strict regulatory compliance.

Generated substantial revenue by quoting, booking, and communicating with clients.Selected Successes:• Increased company revenue with binding authority on accounts.• Delivered on service requests as necessary including endorsing policies.• Maintained and added to book of business by building positive relationships.

Managed firm risk with regards to ambiguous client trades, public company reorganizations and distributions.Selected Successes:• Reduced firm risk by managing practices regarding questionable client trades and public company distributions.• Responsible for ensuring distributions were accurate and within legal authority.• Achieved organizational and client investing goals.• Maintained strict regulatory compliance.

Delivered customer service, support, and sales for high net worth ($50k+) existing and prospective clients.Selected Successes:• Assisted active trading clients in analyzing and selecting the most effective trading strategies.• Closed over $18 million in additional assets in calendar year.• Surpassed company sales goals placing top 10 among service teams.• Achieved organizational and client investing goals.• Maintained strict regulatory compliance.

Delivered customer service and support for existing and prospective clients.Selected Successes:• Completed Series 7 & 63 in-house training and passed license exams.• Surpassed organizational service and sales goals.• Achieved organizational and investing goals.• Maintained strict regulatory compliance.

Sales & Marketing, Executive AssistantServed as the front-line of communications and support between clients and the company.Selected Successes:• Handled direct inquiries at every level of the business from customer calls to CEO requests and allocated tasks as required.• Created quotes, ordered products, and provided exceptional client support.

Operated independent business showcasing CLEAR internet services and initiated residential accounts.Selected Successes:• Launched brand new technology platform (4G) in two markets, Atlanta & Honolulu.• Coordinated with business and corporate partners to increase sales.• Provided customer support and developed ongoing customer and retail relationships.